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KEAP FIELD SERVICE INTEGRATION

Turn Keap Opportunities into Actionable Service Tasks

Bridge sales and operations by automatically converting Keap opportunities into Arrivy tasks, eliminating manual handoffs and ensuring faster scheduling and consistent service execution.

OPPORTUNITY-DRIVEN AUTOMATION

Create Tasks from Opportunity Stage Changes

Arrivy automatically creates or updates tasks when opportunity stages change in Keap, using JSON field mapping to bring in the right job details. Operations teams can begin scheduling or dispatching immediately without manual follow-up from sales.

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Create Tasks from Opportunity Stage Changes

CUSTOM FIELD MAPPING

Map Keap Opportunity Fields to Task Details

Arrivy maps Keap opportunity fields directly to Arrivy task fields, ensuring sales and service information carries over accurately. Advanced JSON mapping gives teams full control over which fields transfer, so crews get the exact job context needed without re-entering data.

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Map Keap Opportunity Fields to Task Details

SCHEDULING AND COMMUNICATION CONTROL

Control Scheduling and Customer Notifications

Arrivy lets teams decide whether tasks from Keap opportunities are scheduled or unscheduled. Scheduled tasks appear on the calendar and trigger customer notifications via SMS or email. Unscheduled tasks stay in the planning queue. No customer message is sent until you’re ready.

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Control Scheduling and Customer Notifications

CONTACT AND CUSTOMER SYNC

Sync Keap Contacts as Arrivy Customers

Arrivy imports contacts from Keap as Arrivy customers and keeps records updated as contact details change. Contacts can also sync based on contact status in Keap, ensuring operations teams always work with accurate customer information.

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Sync Keap Contacts as Arrivy Customers

Arrivy and Keap Capabilities

Use Keap with Arrivy to connect sales opportunities, customer data, and field operations in one coordinated workflow from lead to service execution.

Automated Task Sync

Automated Task Sync

Automatically create or update Arrivy tasks when opportunity stages change in Keap.

Unified Customer Records

Unified Customer Records

Import Keap contacts as Arrivy customers, sync updates automatically, and filter by contact status.

Flexible Scheduling

Flexible Scheduling

Choose whether synced tasks appear scheduled on calendars or remain unscheduled for planning.

Custom Field Mapping

Custom Field Mapping

Control which Keap opportunity fields transfer into Arrivy tasks using advanced JSON mapping.

Connected Communication

Connected Communication

Keep sales, dispatch, and field crews connected through shared task updates and job visibility.

Data-Driven Insights

Data-Driven Insights

Use job metrics and crew reports to track performance and make informed decisions.

Grow your business with Arrivy

The leading field service platform for teams to schedule jobs, dispatch, invoice, track performance, and get paid.

efficiently.

Danielle Boenisch
Danielle Boenisch
Ambia Solar

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Frequently Asked Questions

Arrivy is a field service and operations management platform designed to plan, dispatch, execute, and track work across field teams, warehouses, and customers. It supports scheduling, routing, digital forms, real-time visibility, customer communication, reporting, and integrations across operational systems.

Arrivy is built to support growth across teams, locations, and job volume. It supports multi-location operations, role-based access controls, high-throughput scheduling, and flexible integrations, allowing organizations to scale without redesigning workflows.

Yes. Arrivy offers 50+ native integrations with CRM, calendar, accounting, and payment systems, along with APIs and webhooks for custom integrations and automation platforms. This keeps operational data synchronized across your existing systems.

See all you can accomplish with Arrivy.